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LEGACY FINANCIAL GROUP

6000 Grand Avenue
Suite B
Des Moines, Iowa 50312
Tel: 515-255-3306

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About LEGACY FINANCIAL GROUP

LEGACY FINANCIAL GROUP, formally registered with the SEC as LEGACY FINANCIAL GROUP. The firm was established in 05/29/2014. They have over 1 offices throughout the country.

LEGACY FINANCIAL GROUP is a Des Moines, Iowa based Financial Planning firm with nearly $840,400,934 assets under management, offering retirement planning & investment advisory services to 3763 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154927
SEC#801-79803
Assets Managed by Firm$840,400,934
No. of Clients3763
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (FINANCIAL EDUCATION PROGRAM FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3763$840,400,934
Individuals (other than high net worth individuals)1233$332,661,199
High net worth individuals240$507,739,735

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